Performance Analyst

Posted 15 March 2023
Salary Up to £70000 per annum
Job type Permanent
DisciplineBanking Operations
Contact NameWill Goodman

Job description

The Senior Performance Analyst will be responsible for calculating, analyzing, and communicating the performance of my clients products/strategies to internal teams as well as prospective and existing clients. The products/strategies under analysis may include funds, separate accounts, sub-advisory accounts, fiduciary accounts, overlays, and competitor products. They will also be responsible for coordinating internal and external performance reporting, overseeing custodian banks, off-shore administrators, and other service providers in their handling of daily fund operations, preparing fund financial statements, and preparing quarterly trustee presentations.


  • Calculate, analyze, and report the performance of complex investment products or strategies to internal portfolio teams or external clients.
  • Calculate attribution based on a myriad of factors and levels (e.g. security level, portfolio level, macro level).
  • Be a "go-to" performance expert for internal clients when discussing an approach to performance analysis.
  • Ensure the accurate and timely production of performance reporting.
  • Oversee/manage the calculation of performance by Russell's vendors and ensure an appropriate level of service delivery in line with agreed service levels and KPIs.
  • Collaborate across the Global Performance & Reporting team and with internal constituents to establish performance standards.
  • Compare, contrast and reconcile the salient factors behind multiple in performance returns.
  • Stay up to date on current trends in asset management, in addition to financial markets, securities, and general investment themes, as well as advances in performance theory and practice.
  • Collaborate with business partners to establish performance reporting standards which ensure efficient production of performance analysis.
  • Stay abreast of Global Investment Performance Standards (GIPS) and support the annual GIPS verification process.
  • Provide performance reports to internal investment committees.
  • Liaise with vendors to outline changes to performance report structures.
  • Manage the distribution of performance reports through various mediums.
  • Assist in managing the integrity and consistency of stored performance results.
  • Understand the various legal ramifications associated with reporting index and peer group data.
  • Assist the reporting team in sourcing performance results.

Qualifications & Experience:

  • Bachelor's Degree with emphasis in Economics, Finance, Mathematics, Statistics, or related subjects.
  • CIPM, CFA, or equivalent experience in performance.
  • 2 years of investment/financial services experience.